Vanguard Financials ETF shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Vanguard Financials ETF
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All positions including Vanguard Financials ETF held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Financials ETF by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $452k | 3.4k | 131.24 |
| 2025-06-30 | $443k | 3.5k | 127.30 |
| 2025-03-31 | $435k | 3.6k | 119.47 |
| 2024-12-31 | $430k | 3.6k | 118.07 |
| 2024-09-30 | $401k | 3.6k | 109.91 |
| 2024-06-30 | $384k | 3.7k | 102.39 |
| 2024-03-31 | $384k | 3.7k | 102.39 |
| 2023-12-31 | $330k | 3.6k | 92.26 |
| 2023-09-30 | $221k | 2.8k | 80.32 |